Investor homework is often a lengthy procedure that takes weeks or many months. When youre raising funds, investors definitely will review numerous documents, plus the ability to show information effectively, securely, in addition to a streamlined way may help speed up the process. A private virtual data place makes it easy for both you and your potential investor to Due Diligence Data Room review and comment on documents. Additionally , you can path who has seen your documents so that you can be sure that significant documents aren’t getting distributed to competitors.
Within a well-organized investor data space, you will want to are the following directories:
Your most up-to-date pitch deck, term sheet and cap table. This includes both equally historical financial records and forthcoming projections (both pro-forma and actual). Also include your investor 35mm slides from previous fundraises.
You will want to highlight the company’s competitive landscape with first-hand researching the market and community reports. This will demonstrate that you have got a strong knowledge of your current market.
The people in the team happen to be critical for the success of the business. This is a great place to share biographical information as well as your hiring approach.
If you have a lot of consumer references, consider including a online video section just where your potential investors can observe the customers discuss how much that they love your product. This could limit your live customer reference calls and save you time. LPs check out materials right from many different companies each week as well as your papers should be very clear and concise. Pay attention to spelling, grammar and the layout of your materials.